See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,594 | $179,726-2.9% | $156,263+11.7% | $142,382+22.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.28% | 77.86%-62.6pp | 59.47%-44.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,707 | $5,069-46.6% | $4,333-37.5% | $4,299-37.0% |
| Participant deferral / active EE | $13,478 | $6,956+93.8% | $6,158+118.9% | $6,507+107.1% |
| Admin fee / account holder | $19,581 | $17,272+13.4% | $14,255+37.4% | $12,624+55.1% |